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Anthony S Lesica, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Anthony S Lesica

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Kuttin Wealth Management
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education

Interests

Tony and his wife Jennine have been married for 25+ years and have three children, Jacquelyn, age 24; Johnny, age 22; and Stacy, age 12.

A football fan, novice chess player and flying enthusiast, Tony is a former bodybuilder who won the OCB Natural New England Men’s Overall Championship in May 2014. He provides pro-bono financial planning services for cancer patients and their families through the Financial Planning Association. Also, he volunteers regularly St. Joseph’s School in Danbury, CT.

Tony credits his nearly 30 years of success with treating and caring for all clients like family, as well as “giving back” to the community.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2014, 2016-2021
  • Ameriprise Circle of Success Diamond Ring, 2015

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist

Education

  • B.S. in Finance from St. Francis College, Brooklyn

Community participation

Volunteer at St. Joseph's School in Danbury, CT.

Provides pro-bono financial planning services for cancer patients and their families through the Financial Planning Association and the Family Reach program.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28,2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.